27 oct.

What to do with all these data ?

Posted by Nicolas in best practice

With all these connections, it’s not always easy to isolate the sales intelligence data that really helps. Basically, it’s our daily job :)

Take that : when you consider a contact profile, what do you really need to know ? If the contact is a potential partner, you may want to check if he could help in reaching your prospects, or if he can be a good intermediate to strengthen your relationships with your current clients. And if this contact runs as a salesman for one of your competitor, what would you like to see ?

There are tens of options, but just one interface. And if we do abusive customization, the browsing experience turns into a nightmare.

For this specific question, we have just added a box (in contact profiles) to spot the relations of this contact with all the companies you qualify (clients/prospects/competitors/partners).

Picture here >

And as nobody’s perfect, we’re now waiting for user feedbacks (and we have the jimjams :)